I'm trying to implement a form using Zapier Interfaces where I need to show different values to customers versus what is stored in our system. Here's my current setup:
1. I created a custom table in Zapier with two columns: - plan (display name for customers) - value (internal system ID)
2. In Zapier Interfaces, I've created a dropdown using: - Selection Table: My custom table - Selection Field: plan
3. Current behavior: When I test submit the form, both the selected value and label in the Zap are showing the plan name, not the value field.
4. Desired behavior: I want the form to display the plan name to users but send the corresponding value (system ID) when submitted.
Is there a way to configure the dropdown to use one field for display (plan) and another field (value) as the actual submitted value?
Any help would be appreciated!
Best answer by SamBBest answer by SamB
Hi @S.O, welcome to the Community! 🎉
Since the Plan field on that Interfaces form is taking it’s values specifically from the plan field, not the entire record, it would not also pull the corresponding value the value field for the record relating to each plan option.
To get the value you’d need to add a Find Record (Zapier Tables) action to the Zap to search the table for the plan name that’s supplied in the form submission. That would allow the Zap to search the table to locate the plan and output it’s corresponding value. For example this sort of set up for the Find Record action:
Would return the the corresponding value for the table record with the matching plan name:
Want to note that adding a Find Record action to your Zap will not use any additional tasks as Zapier Tables actions do not count towards your task usage. 🙂
Hope that helps. If you run into any issues on that or have further questions just let us know!
Since the Plan field on that Interfaces form is taking it’s values specifically from the plan field, not the entire record, it would not also pull the corresponding value the value field for the record relating to each plan option.
To get the value you’d need to add a Find Record (Zapier Tables) action to the Zap to search the table for the plan name that’s supplied in the form submission. That would allow the Zap to search the table to locate the plan and output it’s corresponding value. For example this sort of set up for the Find Record action:
Would return the the corresponding value for the table record with the matching plan name:
Want to note that adding a Find Record action to your Zap will not use any additional tasks as Zapier Tables actions do not count towards your task usage. 🙂
Hope that helps. If you run into any issues on that or have further questions just let us know!
Your suggestion worked perfectly. I was able to implement the solution by adding a Find Record action to search for the plan name and get its corresponding value.
